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Post credits from NXT
When a credit comes back onto a credit card via the linked credit card account feature (due to a refund or something) and is entered and applied by the user in FENXT, one must go into the database view to post the transaction--credits do not post ...3 Future consideration
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Don't require Expense Categories in Expense Management -- give the option to just use the GL account
Expense Categories are unnecessary if we use the GL accounts.0 Needs review
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Multiple Credit Card Charges Submitted in One Invoice
To avoid a month's worth of credit card charges being approved individually (which could mean hundreds of transactions a month) we would like to be able to save each coded charge and submit them for review in one individual invoice request that wi...0 Needs review
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It would be helpful if any of the credit card reports could show the credit card holder (name of the staff person).
It is a requirement (by law) that we report all credit card purchases to our board of directors. This report must show who we bought it from, the amount, what we bought, what grant was charged for the purchase, and the purchasers name.1 Needs review
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Edit account coding on credit card transactions
When credit card users record the expense the only way to correct the g/l coding is to "unrecord" the transaction. This removes all descriptions and receipt attachments. It is unreasonable to assume that non-accountants will always record the tran...0 Needs review
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Tie refunds from non-feed credit cards to specific vendors
Refunds on a credit card feed appear as adjustments to the credit card, but you can tie them to a specific vendor. That way both the credit card register and the vendor account are accurate. We are moving to a credit card whose feed is unsupported...0 No Status
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Allow user to see credit limit and online balance
We are using blackbaud p-cards and Expense Management is the only access our cardholders have to their card information. It would be very helpful if they could see their assigned limit and online balance the same as we can see it in Treasury.4 Future consideration
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be able to add an invoice and post it now and pay it by credit card when it is due rather than immediately
Expensese need to post to the GL when they occur but they may be paid by credit card in 30 days depending on the vendor. You need them to be in your GL right away but not recorded on your credit card until they are charged.0 Needs review
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Allow Multiple Liabilty Accounts in Credit Card Function
I am uabel to utilize the CC function as it does not allow multiple liability accounts like the AP function. Why are they different. I code multiple accounts to each receipt and do not want intefund transfers. MOCK the AP function and allow multip...0 No Status
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Credit Card report
Need a report for audit purposes that outputs who submitted, GL posting account, who approved, confirms that a receipt was uploaded, and with a live link to the view the receipt for at a glance.0 Needs review